Filed: 10/7/2026ACC: 0000911270-26-000009
📋 What this filing means
GLYNN CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $333.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$333.99M
Total AUM (reported)
7.56M
Total Shares
Allocation by class
COM$333.99M100.0%
Portfolio Concentration
Top 3$119.93M35.9%
4–10$97.07M29.1%
11–25$116.33M34.8%
Rest$665.9K0.2%
Top 3 weight
35.9%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 7.56M
Sole
Full voting authority
7.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:
Infleqtion, Inc
SOLEShares4.32M
TypeSH
Market value$58.13M
17.40%
Sole
4.32M
Shared
0.00
None
0.00
Oscar Health, Inc.
SOLEShares1.38M
TypeSH
Market value$42.58M
12.75%
Sole
1.38M
Shared
0.00
None
0.00
Taiwan Semiconductor
SOLEShares42.12K
TypeSH
Market value$19.22M
5.75%
Sole
42.12K
Shared
0.00
None
0.00
Ethos Technologies, Inc
SOLEShares476.57K
TypeSH
Market value$16.00M
4.79%
Sole
476.57K
Shared
0.00
None
0.00
CrowdStrike Holdings, Inc
SOLEShares58.86K
TypeSH
Market value$15.58M
4.67%
Sole
58.86K
Shared
0.00
None
0.00
Palantir Technologies Inc.
SOLEShares81.83K
TypeSH
Market value$15.31M
4.58%
Sole
81.83K
Shared
0.00
None
0.00
Robinhood Markets, Inc.
SOLEShares115.26K
TypeSH
Market value$12.97M
3.88%
Sole
115.26K
Shared
0.00
None
0.00
Forgent Power Solutions Inc
SOLEShares345.27K
TypeSH
Market value$12.93M
3.87%
Sole
345.27K
Shared
0.00
None
0.00
Cloudflare, Inc.
SOLEShares35.12K
TypeSH
Market value$12.19M
3.65%
Sole
35.12K
Shared
0.00
None
0.00
Lumentum Holdings, Inc.
SOLEShares12.45K
TypeSH
Market value$12.09M
3.62%
Sole
12.45K
Shared
0.00
None
0.00
Coreweave, Inc.
SOLEShares133.28K
TypeSH
Market value$11.61M
3.48%
Sole
133.28K
Shared
0.00
None
0.00
Twilio Inc.
SOLEShares39.45K
TypeSH
Market value$11.54M
3.45%
Sole
39.45K
Shared
0.00
None
0.00
Vertiv Holding
SOLEShares46.36K
TypeSH
Market value$11.19M
3.35%
Sole
46.36K
Shared
0.00
None
0.00
Advanced Micro Devices
SOLEShares18.05K
TypeSH
Market value$11.04M
3.31%
Sole
18.05K
Shared
0.00
None
0.00
Sandisk Corp.
SOLEShares6.29K
TypeSH
Market value$10.95M
3.28%
Sole
6.29K
Shared
0.00
None
0.00
Datadog, Inc.
SOLEShares36.75K
TypeSH
Market value$10.06M
3.01%
Sole
36.75K
Shared
0.00
None
0.00
Bloom Energy Corp.
SOLEShares34.25K
TypeSH
Market value$9.49M
2.84%
Sole
34.25K
Shared
0.00
None
0.00
Arista Networks
SOLEShares43.23K
TypeSH
Market value$8.80M
2.64%
Sole
43.23K
Shared
0.00
None
0.00
Space Exploration Technologies
SOLEShares57.60K
TypeSH
Market value$8.69M
2.60%
Sole
57.60K
Shared
0.00
None
0.00
GE Vernova, Inc.
SOLEShares8.51K
TypeSH
Market value$8.09M
2.42%
Sole
8.51K
Shared
0.00
None
0.00
Toast, Inc.
SOLEShares248.51K
TypeSH
Market value$7.20M
2.16%
Sole
248.51K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares24.69K
TypeSH
Market value$7.17M
2.15%
Sole
24.69K
Shared
0.00
None
0.00
Nvidia Corp.
SOLEShares847.00
TypeSH
Market value$193.4K
0.06%
Sole
847.00
Shared
0.00
None
0.00
Alphabet Inc. Class A
SOLEShares458.00
TypeSH
Market value$157.6K
0.05%
Sole
458.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares429.00
TypeSH
Market value$142.9K
0.04%
Sole
429.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Infleqtion, IncSOLE | COM | 4.32M | SH | $58.13M 17.40% | 4.32M | 0.00 | 0.00 |
Oscar Health, Inc.SOLE | COM | 1.38M | SH | $42.58M 12.75% | 1.38M | 0.00 | 0.00 |
Taiwan SemiconductorSOLE | COM | 42.12K | SH | $19.22M 5.75% | 42.12K | 0.00 | 0.00 |
Ethos Technologies, IncSOLE | COM | 476.57K | SH | $16.00M 4.79% | 476.57K | 0.00 | 0.00 |
CrowdStrike Holdings, IncSOLE | COM | 58.86K | SH | $15.58M 4.67% | 58.86K | 0.00 | 0.00 |
Palantir Technologies Inc.SOLE | COM | 81.83K | SH | $15.31M 4.58% | 81.83K | 0.00 | 0.00 |
Robinhood Markets, Inc.SOLE | COM | 115.26K | SH | $12.97M 3.88% | 115.26K | 0.00 | 0.00 |
Forgent Power Solutions IncSOLE | COM | 345.27K | SH | $12.93M 3.87% | 345.27K | 0.00 | 0.00 |
Cloudflare, Inc.SOLE | COM | 35.12K | SH | $12.19M 3.65% | 35.12K | 0.00 | 0.00 |
Lumentum Holdings, Inc.SOLE | COM | 12.45K | SH | $12.09M 3.62% | 12.45K | 0.00 | 0.00 |
Coreweave, Inc.SOLE | COM | 133.28K | SH | $11.61M 3.48% | 133.28K | 0.00 | 0.00 |
Twilio Inc.SOLE | COM | 39.45K | SH | $11.54M 3.45% | 39.45K | 0.00 | 0.00 |
Vertiv HoldingSOLE | COM | 46.36K | SH | $11.19M 3.35% | 46.36K | 0.00 | 0.00 |
Advanced Micro DevicesSOLE | COM | 18.05K | SH | $11.04M 3.31% | 18.05K | 0.00 | 0.00 |
Sandisk Corp.SOLE | COM | 6.29K | SH | $10.95M 3.28% | 6.29K | 0.00 | 0.00 |
Datadog, Inc.SOLE | COM | 36.75K | SH | $10.06M 3.01% | 36.75K | 0.00 | 0.00 |
Bloom Energy Corp.SOLE | COM | 34.25K | SH | $9.49M 2.84% | 34.25K | 0.00 | 0.00 |
Arista NetworksSOLE | COM | 43.23K | SH | $8.80M 2.64% | 43.23K | 0.00 | 0.00 |
Space Exploration TechnologiesSOLE | COM | 57.60K | SH | $8.69M 2.60% | 57.60K | 0.00 | 0.00 |
GE Vernova, Inc.SOLE | COM | 8.51K | SH | $8.09M 2.42% | 8.51K | 0.00 | 0.00 |
Toast, Inc.SOLE | COM | 248.51K | SH | $7.20M 2.16% | 248.51K | 0.00 | 0.00 |
AppLovin CorporationSOLE | COM | 24.69K | SH | $7.17M 2.15% | 24.69K | 0.00 | 0.00 |
Nvidia Corp.SOLE | COM | 847.00 | SH | $193.4K 0.06% | 847.00 | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM | 458.00 | SH | $157.6K 0.05% | 458.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 429.00 | SH | $142.9K 0.04% | 429.00 | 0.00 | 0.00 |
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